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Performance Food Group

402 hedge funds and large institutions have $11.7B invested in Performance Food Group in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 142 increasing their positions, 172 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $6.25M

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

18% more capital invested

Capital invested by funds: $9.89B → $11.7B (+$1.8B)

0.39% less ownership

Funds ownership: 96.13%95.74% (-0.39%)

8% less funds holding

Funds holding: 436402 (-34)

17% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 172

48% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 65

Holders
402
Holders Change
-34
Holders Change %
-7.8%
% of All Funds
5.77%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.14%
New
34
Increased
142
Reduced
172
Closed
65
Calls
$10.8M
Puts
$6.25M
Net Calls
+$4.55M
Net Calls Change
+$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
376
Meeder Asset Management
Ohio
$4.78K +$4.27K +61 New
LIS
377
Legacy Investment Solutions
Idaho
$4.35K +$3.57K +51 New
LWMI
378
Legacy Wealth Management (Idaho)
Idaho
$4.35K +$3.57K +51 New
SIC
379
Salem Investment Counselors
North Carolina
$4.08K
AWM
380
Avior Wealth Management
Nebraska
$3.92K -$1.82K -26 -34%
CA
381
CoreCap Advisors
Michigan
$3.84K -$2.59K -37 -43%
TPCW
382
TD Private Client Wealth
New York
$3.84K +$3.43K +49 New
PWMG
383
Private Wealth Management Group
New Jersey
$3.68K
SC
384
Skylands Capital
Wisconsin
$3.45K
SIC
385
SJS Investment Consulting
Ohio
$2.59K
HI
386
Harbour Investments
Wisconsin
$2.12K -$1.54K -22 -45%
BF
387
BOK Financial
Oklahoma
$2.11K +$1.89K +27 New
PWA
388
Provenance Wealth Advisors
Florida
$1.88K
BAM
389
Bellevue Asset Management
Washington
$1.65K
JFGIW
390
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.49K -$140 -2 -10%
BIG
391
Brooklyn Investment Group
New York
$1.49K +$1.33K +19 New
AF
392
Advisornet Financial
Minnesota
$1.41K +$350 +5 +38%
DPW
393
DiNuzzo Private Wealth
Pennsylvania
$1.1K
CPA
394
Capital Performance Advisors
California
$1.02K +$911 +13 New
CAL
395
Capital Advisors Ltd
Ohio
$1K -$140 -2 -15%
Kayne Anderson Rudnick Investment Management
396
Kayne Anderson Rudnick Investment Management
California
$940
RS
397
Rakuten Securities
Japan
$392 -$5.61K -80 -94%
BGAI
398
Bruce G. Allen Investments
Colorado
$313
AFS
399
Annapolis Financial Services
Maryland
$236 +$210 +3 New
VCM
400
Versant Capital Management
Arizona
$235 +$210 +3 New

PFGC Hedge Fund Activity: Q3 2024 in Review

402 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Performance Food Group (PFGC) for Q3 2024, worth a combined $11.7B — up 18% from $9.89B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of PFGC and 34 opened new positions — a net loss of 31 holders — while 172 trimmed existing stakes and 142 added.

The largest buyer was Fidelity Investments, adding an estimated $194M. The largest seller was Invesco, cutting an estimated $137M.

  • 402 institutional investors held Performance Food Group (PFGC) as of Q3 2024, down from 436 in Q2 2024.
  • Funds reported $11.7B of Performance Food Group stock for Q3 2024, up 18% quarter-over-quarter.
  • 34 funds opened new Performance Food Group positions in Q3 2024 and 65 closed out, a net change of -31 holders.
  • The largest Performance Food Group buyer in Q3 2024 was Fidelity Investments, an estimated $194M added.
  • The largest Performance Food Group seller in Q3 2024 was Invesco, an estimated $137M sold.

Based on aggregated 13F filings for Q3 2024.